A complete list of active advisors currently associated with Torchlight Financial
Warmer can help you find a great advisor at Torchlight Financial or one who fits your needs even better.
TorchLight Financial provides comprehensive wealth management and standalone financial planning to individual and high‑net‑worth clients, combining ongoing portfolio management with broad financial planning and consultation. The firm also offers customized educational workshops and presentations for employers and community groups; these sessions are educational in nature, may be sponsor‑paid or fee‑based, and do not involve product sales. The firm’s investment process emphasizes asset allocation and long‑term, research‑driven portfolio construction, generally using low‑cost exchange‑traded funds and mutual funds to implement passive strategies tailored to each client’s goals, risk tolerance, and tax considerations. Advice is personalized and coordinated with other advisors as needed, with regular reviews and adjustments informed by public research, modeling tools, and client updates. Distinctive aspects include the routine delivery of group financial‑education programs — an offering that is relatively uncommon among comparable independent advisors — and the firm’s use of a third‑party insurance platform to facilitate annuity placements because the firm itself is not insurance licensed. The registered fiduciary status and a CFP‑credentialed principal guide its practices, and the firm coordinates annuity or insurance solutions through the DPL/Johnstone platform when such products are appropriate for clients.
To learn more about the advisors currently working at Torchlight Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Edina, MN
| 10
|
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